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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,896 | $92,766+70.2% | $82,763+90.8% | $134,545+17.4% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -10.46% | 946.97%-957.4pp | 702.45%-712.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $1,851 | $3,273-43.4% | $3,008-38.5% | $4,742-61.0% |
| Participant deferral / active EE | $6,996 | $4,802+45.7% | $4,395+59.2% | $6,401+9.3% |
| Admin fee / account holder | $5,185 | $5,978-13.3% | $5,325-2.6% | $11,431-54.6% |